Perigon Wealth Management’s Freeport-McMoran FCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.74M | Buy |
73,695
+14,119
| +24% | +$524K | 0.06% | 279 |
|
|
2025
Q1 | $2.26M | Sell |
59,576
-14,586
| -20% | -$552K | 0.06% | 285 |
|
|
2024
Q4 | $2.97M | Sell |
74,162
-788
| -1% | -$31.5K | 0.07% | 248 |
|
|
2024
Q3 | $3.74M | Buy |
74,950
+2,366
| +3% | +$118K | 0.1% | 190 |
|
|
2024
Q2 | $3.53M | Buy |
72,584
+3,519
| +5% | +$171K | 0.1% | 179 |
|
|
2024
Q1 | $3.25M | Buy |
69,065
+2,232
| +3% | +$105K | 0.1% | 191 |
|
|
2023
Q4 | $2.85M | Sell |
66,833
-12,374
| -16% | -$527K | 0.09% | 180 |
|
|
2023
Q3 | $2.31M | Sell |
79,207
-4,265
| -5% | -$125K | 0.09% | 191 |
|
|
2023
Q2 | $2.62M | Buy |
83,472
+9,652
| +13% | +$303K | 0.1% | 179 |
|
|
2023
Q1 | $2.34M | Buy |
73,820
+9,329
| +14% | +$295K | 0.13% | 163 |
|
|
2022
Q4 | $1.85M | Buy |
64,491
+26,320
| +69% | +$754K | 0.11% | 182 |
|
|
2022
Q3 | $1.04M | Buy |
38,171
+5,631
| +17% | +$154K | 0.09% | 198 |
|
|
2022
Q2 | $952K | Buy |
32,540
+4,705
| +17% | +$138K | 0.08% | 215 |
|
|
2022
Q1 | $1.39M | Buy |
27,835
+503
| +2% | +$25K | 0.1% | 185 |
|
|
2021
Q4 | $1.14M | Buy |
27,332
+10,896
| +66% | +$455K | 0.08% | 206 |
|
|
2021
Q3 | $535K | Sell |
16,436
-5,324
| -24% | -$173K | 0.05% | 291 |
|
|
2021
Q2 | $808K | Buy |
21,760
+1,242
| +6% | +$46.1K | 0.07% | 230 |
|
|
2021
Q1 | $676K | Sell |
20,518
-257
| -1% | -$8.47K | 0.07% | 237 |
|
|
2020
Q4 | $541K | Buy |
20,775
+2,864
| +16% | +$74.6K | 0.06% | 234 |
|
|
2020
Q3 | $280K | Buy |
17,911
+7,783
| +77% | +$122K | 0.04% | 304 |
|
|
2020
Q2 | $117K | Buy |
+10,128
| New | +$117K | 0.02% | 340 |
|
|
2018
Q2 | – | Sell |
-41
| Closed | -$1K | – | 363 |
|
|
2018
Q1 | $1K | Buy |
+41
| New | +$1K | ﹤0.01% | 613 |
|